|
1
|
Bank of America
Charlotte,
North Carolina
|
$19.4M
|
+$457K
|
+21,720
|
+2%
|
|
|
2
|
Confluence Investment Management
St. Louis,
Missouri
|
$14.9M
|
+$5.05M
|
+239,802
|
+52%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$6.21M
|
-$138K
|
-6,531
|
-2%
|
|
|
4
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$4.91M
|
+$4.89M
|
+232,141
|
New
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$4.78M
|
+$222K
|
+10,553
|
+5%
|
|
|
6
|
|
$4.61M
|
-$128K
|
-6,076
|
-3%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$4.06M
|
+$625K
|
+29,690
|
+18%
|
|
|
8
|
Cardan Capital Partners
Denver,
Colorado
|
$3.96M
|
+$53.5K
|
+2,540
|
+1%
|
|
|
9
|
|
$3.72M
|
+$31.1K
|
+1,479
|
+0.8%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$2.88M
|
-$8.88K
|
-422
|
-0.3%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.67M
|
-$507K
|
-24,070
|
-16%
|
|
|
12
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$1.48M
|
+$1.47M
|
+70,000
|
New
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.47M
|
+$1.46M
|
+69,367
|
New
|
|
|
14
|
|
$1.23M
|
-$10.9K
|
-516
|
-0.9%
|
|
|
15
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$1.16M
|
+$406K
|
+19,306
|
+54%
|
|
|
16
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.16M
|
+$1.15M
|
+54,854
|
New
|
|
|
17
|
Bank of New York Mellon
New York
|
$1.05M
|
+$244K
|
+11,585
|
+30%
|
|
|
18
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.03M
|
+$24.3K
|
+1,155
|
+2%
|
|
|
19
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$949K
|
+$945K
|
+44,876
|
New
|
|
|
20
|
Bartlett & Co
Cincinnati,
Ohio
|
$949K
|
+$945K
|
+44,876
|
New
|
|
|
21
|
Advisor Group
Phoenix,
Arizona
|
$827K
|
+$76.5K
|
+3,632
|
+10%
|
|
|
22
|
VanEck Associates
New York
|
$772K
|
–
|
–
|
–
|
|
|
23
|
Snowden Capital Advisors
New York
|
$609K
|
-$8.95K
|
-425
|
-1%
|
|
|
24
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$580K
|
+$397K
|
+18,850
|
+220%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$519K
|
+$172K
|
+8,168
|
+50%
|
|
